Wealth Management

Our client is a global tier-one broker seeking Client Services staff to join their Sydney team

The role will be a broad opportunity within operations, with cross training accross the client onboarding team, client services team and settlements.


  • Calling clients to follow up on their account information for onboarding and account set up
  • Review and approve new client accounts
  • Coordinate International Asset Transfers with custodians and broker counterparties
  • General administrative support for the maintenance of PWM accounts, including scanning and filing where required


  • Strong communication skills is a must and ability and confidence to liaise with  on the phone.
  • Ideally some experience in the Australian and global securities markets in an operations or CS capacity
  • Knowledge and understanding of financial markets fundamentals.
  • Prior broking Operations experience highly regarded
  • Finance degree highly regarded

Apply Now

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